13FBOX
NORTHERN LTS FD TR IV · 13F Institutional Holdings
Options Calculator Rankings
N

NORTHERN LTS FD TR IV

NSI
Institutions
11
Combined AUM (Q2 2026)
$28.3M
Combined Shares (Q2 2026)
733,820
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+125,828
9 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-20,076
2 · 1 Exit · ≈
⚖️ Net
+105,752
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$28.3M
Institutions
11
New Buys
5
Adds
4
Reduces
1
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#4$17.1M444,434$15.4M439,750+4,684+1.07%Add
Integrated Advisors Network LLC
0.21%0.21%#1$4.5M117,727$4.0M114,697+3,030+2.64%Add
Arkadios Wealth Advisors
0.06%#2$3.9M101,035$00+101,035New Buy
OLD MISSION CAPITAL LLC
0.02%0.01%#3$1.4M36,627$934,42626,656+9,971+37.41%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#8$641,00016,622$1.1M30,759-14,137-45.96%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#5$380,1719,858$345,5729,85800.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#9$234,2426,074$00+6,074New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#7$36,097936$14,337409+527+128.85%Add
Ameritas Advisory Services, LLC
<0.01%#6$10,951284$00+284New Buy
UBS Group AG
<0.01%#11$4,743123$00+123New Buy
Integrated Wealth Concepts LLC
<0.01%#10$3,856100$00+100New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow